Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
OOMA
STRONG BUYFLAGOoma, Inc. · Technology · United States · $550M · Avg Vol: $7M/d
Ooma has strong momentum at M80 with a buyback on file, but value at V44 is below the calibrated floor and quality Q58 is modest, so stage one fails. Insider selling of 0.43% is separately adverse.
COMPANY DESCRIPTION
Ooma provides innovative communications solutions, including cloud-based voice, smart security, and collaboration services, for small businesses and residential customers. The company's proprietary platform, Ooma Office, delivers enterprise-grade communications features at an affordable price point, targeting an underserved SMB market. Its hybrid business model, combining hardware sales with high-margin, recurring subscription services, drives strong customer lifetime value and low churn.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 216.2M | 236.7M | 256.9M | 273.6M | 8.2% | 289.7M | 327.5M | 342.5M | 11.9% |
| EPS | -0.15 | -0.03 | -0.26 | 0.23 | — | 0.33 | 0.29 | 0.33 | 19.9% |
| Shares | 25.0M | 26.0M | 27.2M | 27.4M | +9.6% | 27.5M | — | — | — |
| Debt | 14.0M | 33.4M | 15.9M | 73.2M | 73.4% | 67.9M | — | — | — |
| Equity | 63.1M | 78.1M | 85.3M | 92.9M | 13.7% | — | — | — | — |
| Op CF | 8.8M | 12.3M | 26.6M | 27.7M | 46.7% | 30.4M | — | — | — |
| Inv CF | -6.1M | -35.3M | -6.4M | -69.7M | — | — | — | — | — |
| Fin CF | 1.8M | 16.5M | -19.8M | 44.3M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of OOMA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| OOMA | Ooma, Inc.(you) | $550M | 83 | STRONG BUY |
| MNTN | MNTN, Inc. | $634M | 83 | STRONG BUY |
| MITK | Mitek Systems, Inc. | $762M | 86 | STRONG BUY |
| RDVT | Red Violet, Inc. | $859M | 81 | STRONG BUY |
| RSKD | Riskified Ltd. | $672M | 74 | BUY |
| DSP | Viant Technology Inc. | $702M | 74 | BUY |
| PUBM | PubMatic, Inc. | $581M | 68 | BUY |
| XPER | Xperi Inc. | $365M | 75 | BUY |
| RMNI | Rimini Street, Inc. | $408M | 94 | STRONG BUY |
| PD | PagerDuty, Inc. | $700M | 71 | BUY |
Peer medians: ROE 7.5% · P/E 37.2x · Gross margin 53.1%